Services

Book a Learning Session

We offer a variety of learning opportunities for individuals & groups. Whether you want to brush up on retirement planning, succession planning or general investment .....

Cash Management

We recognize the importance of understanding your cash flow and what is needed to manage your household, or your business. Cash Management is needed to ensure .....

Banking Services

We pride ourselves on the lasting relationships built with clients, as we work with and help guide them through their financial life. Our Consultants take the time to listen .....

Education / Disability

Many of our clients either have disabled children or member of their family. We also know that one in three 20 year olds today will face some sort of disability .....

Home Ownership

Home Ownership is considered an asset class, and has the ability to provide equity in your retirement years. Owning a home, allows you to somewhat maintain control over rising costs of matters sometimes .....

Insurance & Risk

Many of our clients either have disabled children or member of their family. We also know that one in three 20 year olds today will face some sort of .....

Estate / Succession Planning

We recognize the importance of planning for estate, and wealth transfer strategies, and the need to provide quality of advice. Our team will provide clarity where there is complexity .....

Retirement Planning

We recognize the importance of planning for retirement, and the need to provide quality of advice. We find that this segment of client has a unique set of challenges, .....

Management Tax Planning

Taxation, whether provincial, federal, or municipal, can be very complex and is one Canadians will have to address throughout their working and retirement years ......
5/5

An amazing group of professionals that has your best interests at heart. William Peters is truly a master of his craft and PWM is best in class when it comes to personal wealth, succession planning, tax planning, and risk management. Thank you for all that you do!

SR

5/5

I am very pleased with Peters Wealth Management. William Peters genuinely cares about people. He has years of experience investing. He actually listens to my concerns and gives recommendations based on my goals. I receive regular reports and personal phone calls. If you are tired of the banks not caring about you or your investments, I would highly recommend giving William Peters a try.

CL

Connect with us!

Our commitment to face-to-face relationships, a proven investment approach, the breadth of our products, and the depth of our management are what make a relationship with us so rewarding.

We look forward to working with you to help you achieve your lifelong financial goals.

5/5

I have known William for many years. Gives great personal service and goes out of his way to help you with any personal issues that might arise in your life – positive or negative! Always stays in touch and goes that extra mile! I have recently switched to Williams’ new company and they absorbed my transfer fees for me! This was very much appreciated. Keep up your great service Will! 🤗

BK

5/5

A strong team that will help you reach your goals. I’ve worked with William and his team for the last few years and I feel confident that our financial plan is the best for my family. He’s always just a phone call or email away!

OG

Our Insurance Partners

Don’t see your carrier of choice? We have over 20 other partners. Ask Us!

Newsletter

Please fill out the form below.

    ×

    Give Your Review

    [contact-form-7 404 "Not Found"]